Dreamplan
Help private individuals obtain financial independence and freedom.
Active Next round Seed Denmark SaaSFintechDreamplan is a Copenhagen-based fintech on a mission to make financial dreams a reality. With a focus on intuitive, transparent and secure digital solutions, Dreamplan combines advanced AI, human-centered design and behavioral science to deliver personalised, expert guidance. From retirement planning to achieving financial independence and pursuing life’s biggest goals, Dreamplan simplifies complex financial decisions, empowering individuals to take control of their financial future and focus on what truly matters.
Last updated October 24, 2024
Founding team
Stine Kalmer Jørgensen, CEO
Stine has a background in the financial sector and has worked for Danske Bank and Nykredit before moving into entrepreneurship. Since she has been panel member at Innofounder, Board member with Copenhagen Fintech, and Allstar with Accelerace.
Simon Bentholm, Board member
Simon is a serial entrepreneur with expertise in behavioral economics and machine learning. He has helped financial institutions like Danske Bank, Alka, and IKEA digitalize complex products. Simon frequently speaks on user-centricity and Open Finance and serves as an external examiner at DTU and CBS.
Articles
The Founders Peak UNPLUGGED with Stine Kalmer Jørgensen
24/10/2024 @ The Founders Peak
Financial Optimization, the simple Fintech solution that could save you big money – Stine Kalmer Jørgensen , CEO & Cofounder at Dreamplan
26/01/2022 @ Nordic Fintech Magazine
Ugens Startup: DreamPlan vil hjælpe sine brugere med at opnå deres økonomiske drømme
01/06/2021 @ TechSavvy
Accelerace invests in fintech startup DreamPlan
02/03/2021 @ Accelerace
Established: 2019
Investment: 2021
Our investment thesis
Banks around the world cut back on customer advice without even replacing it with digital solutions. This results in a lack of optimization of their debt/savings and hence they lose out on significantly higher net income over their lifetime. The need for advice is the same or growing, as a growing range of financial products demands greater flexibility for retail banking customers who cannot create an overview themselves. That is what Dreamplan is here to solve.
